Account Type****** ******Account Owner******** *******Account Opps/Deals******** ******Closed Won • Feb 25****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
New York Life Insurance CompanyCorporate Vice PresidentOct 12 - PresentIndependent FinancialSenior Marketing SpecialistAug 98- May 08
David Fuller WattsChief Executive OfficerView Profile, David Fuller WattsMarc RubnerChief Executive OfficerView Profile, Marc RubnerPhilip BlockFounding PartnerView Profile, Philip Block